Unclaimed
Shanna Dejong is a financial advisor with Fifth Third Securities, Inc. She has been working in the securities industry since 2023. Shanna has a Series 63, Series 65, and Series 6TO licenses. She also holds the SIE exam. Shanna has a background in business and finance and is passionate about helping her clients achieve their financial goals. Shanna Dejong is dedicated to providing her clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
MI
02/07/2024 - Present
Fifth Third Securities, Inc. (LOWELL MI)
IA
Issued 02/05/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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